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Jason Calacanis

๐Ÿ‘ค Speaker
27284 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Another example that's been given is if you put Optimus into Amazon factories or the figure robot just did like a week of just sorting packages.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

I'm sure everybody saw that video inserted here.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

that figure robots or anything.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Hey, if Amazon deploys those, there'll be a tax on those per hour and we'll tax humanoid robots in some ways and then use that for, say, retraining people.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Those are two very specific conditions and approaches that people have been promoting.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Do either of those resonate with you in any way?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

I think it's interesting that in all of those discussions, I've yet to see an actual survey of only the truck drivers and only the package sorters.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Hmm.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

The question that I would have is, do the people that do these jobs want these jobs?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And if they do, then there's a reasonable claim to make to keep those jobs the way that they are.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

If you're saying, this is the job that I do, I love it, I'm able to provide for my family, great.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

That's a very different argument than, well, you know what?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Amazon has 35 or 40% churn inside of their warehouses.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And we should probably ask the question, why is that?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Because if it was such a great job, I suspect the churn would be three or 4%.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

So what exactly is it that we want to protect?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And have you asked them?

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And I think that this is just, again, a bunch of people in the peanut gallery who want to take a moral high ground and try to make some other group of people feel guilty or feel bad.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

At no point are we actually asking the conversation that we should be having, which is, it's interesting to me that there was supposed to be an EO, a presidential executive order that was announced today.

All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

And then it was pulled.